Structure examples: Contribution splitting request form

Can I request a contribution split? What is a contribution split? Are split contributions subject to preservation rules?

Contact your super fund before completing this application to check whether your fund: 1. Note: You can only apply once to split contributions made to a particular super fund in a financial year. See full list on ato. For this application, the definition of spouse includes a person (of any gender): 1. You can apply to split your contributions when you are any age, but your spouse must be either: 1. Lodge this application with your super fund in the financial year: 1. Your application to split your contributions is invalid if any of the following apply: 1. The maximum amount that can be transferred to your spouse each financial year usually depends on the amount and type of contributions made by you or for you in the previous financial year.

It can also depend on the contributions made in the current financial year, but only if your entire benefit will be rolled over, transferred or withdrawn in that financial year. Any contributions that are not taxed splittable contributions or untaxed splittable contributions cannot be split with your spouse. CGT) cap election for small business 3. Refer to page of this form for information on how contribution splitting works. Complete this form in blue or black pen using BLOCK LETTERS and tick where applicable.

A contribution split request is unable to be processed as an in-specie transfer of assets. I request that you split the contributions detailed in section E to the superannuation account of my spouse as detailed in section D. I declare that the information provided on this form is correct and confirm that the amount to be split is within the legislatively specified limits. Section F: Your request and declaration Signature Day Month. It cannot be more than of your concessional (before-tax) contributions or more than the concessional contributions cap for the relevant financial year. You can split contributions made in the previous financial year.

We may be unable to process your application to split your contributions if it would result in your accumulation balance falling below $000. Note: Both you and your spouse will need to provide certified proof of identification with this form (see ‘Further information’). You should seek financial advice to determine what is most appropriate for your circumstances and to ensure you complete your request to split contributions accurately. DETAILS OF CONTRIBUTION TO BE SPLIT A. Intent to split contributions made in the previous financial year Do you wish to split with your eligible spouse, contributions you have made in the previous financial year?

You must claim before you request to contribution split. The instructions you provide in this form will apply to contributions made in the previous financial year (no earlier) or the current financial year if you are leaving the Fund. You are limited to one splitting application each financial year and the amount to be split will be limited to of your eligible contributions to the Fund. Name Signature Date 6. Please tick ( ) ALL applicable boxes. Your split request must be made in the financial year immediately after the financial year in which the contributions were made.

Use this form if you wish to split your superannuation contributions with your spouse. I request that the contributions stated above are split to my spouse’s superannuation account as detailed overleaf. You may only make one application to split contributions in the Perpetual Select Super Plan and Perpetual MySuper per year.

You have up until the following June to request your contributions to be split. Your spouse may wish to speak to a financial adviser when considering this. Use this form to split eligible concessional (before tax) contributions with your spouse.

For information on contribution splitting, refer to the relevant member disclosure for your division in Qantas Super, available on our website or by contacting the Qantas Super Helpline. Asgard super account. Contributions Splitting Application form ). Other than as indicated in point below, you can split contributions from July to June of the financial year after the year the contribution was made.